How can I manage which sections of my Everplan my Deputies see?

You have full control over what your Deputies can and can’t access.

To manage which sections of your Everplan your Deputies see:

  1. Go to My Deputies page from the Secure Sharing section in the left nav.
  2. Click or tap Manage on the Deputy you want to change permissions to.
  3. Change what Deputy can see by selecting Share or Hide for sections you want to change.
  4. Click or tap Save.
  5. You should see the new permissions listed.
  6. Confirmed Deputies are notified of changes in your plan in a weekly digest email. Pending Deputies will see the updated sections when they accept the invitation.
Have more questions? Contact us